Client Filters for Automated Flows

When building an automated flow, you can add conditions to the flow to check for specific client criteria, such as sales history or membership status.

The table below outlines all the available conditions for flows.

Condition	Description	How you can filter this condition
Client attributes	Check if the client's profile has specific attributes.	• Gender • Tag • Referred by • Client notes
Client has future appointments	Check if the client has a specific number of future appointments.	• Staff member • Service • Service category • Location • Resource • Appointment note • Date • Has incomplete forms
Client had past appointments	Check if the client had a specific number of past appointments.	• Staff member • Service • Service category • Location • Resource • Appointment note • Date • Has incomplete forms
Client had sale	Check if the client had a previous sale.	• Amount • Date • Location
Client has membership	Check if the client has a specific membership plan.	• Membership plan • Status • Start date
Client purchased product	Check if the client purchased a specific product.	• Product • Product category • Date
Client purchased gift card	Check if the client purchased a gift card.	• Amount • Date
Client has package	Check if the client has a specific package type.	• Package type
Client total spend	Check how much the client has spent in total sales. Includes service, product, gift card, and membership sales.	• Amount • Date

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